My Tweets

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Web Smith
Building @2PMinc: http://subscribe.2pml.com/today. Studying the x of media/commerce. Cofounded Mizzen+Main. Prev: Gear Patrol, Rogue, Uncrate. ❤️'s @linzbsmith.

Change User

  • @founderannie 👊🏽 Mon May 25
  • @seyitaylor https://t.co/j3uRXx6K0v Mon May 25
  • RT @2PMinc: Letter No. 360 published. It’s on Shopify, Bezonomics, and Arming Rebels. Other featured reports were written by the followin… Mon May 25
  • @shaig 🔥🔥🔥 Mon May 25
  • @gullfot @Jason @karaswisher Wow, I am honored. I am actually not a fan of being “in front of the camera (or mic).”… https://t.co/S7pcoopUf9 Mon May 25
  • @RobbieCrab We gotta link up next time I'm back home in Tx. Mon May 25
  • @LaJethroJenkins I’ve only watched other people fish. I am not a fan of fishing but even so, I was envious just wat… https://t.co/PdLJEQHIaD Mon May 25
  • @sarthakgh not anymore :( Mon May 25
  • @LaJethroJenkins Bro, drive out to Laguna and find one of the seawall areas and just sit your ass on a rock. Level 10 dope. Mon May 25
  • Last week, I published a @2PMInc study on the shift to remote work and how it could impact tech adoption, the home,… https://t.co/4ZfNVfuXvk Mon May 25
  • @mattheworley Not the most notable. https://t.co/6ZdijkDVzS Mon May 25
  • @leathernrich @soundslikecanoe lol!!!!!! Mon May 25
  • Two reasons that DTC M&A activity will grow. Mall retail developers are becoming private equity firms. Retail co… https://t.co/JB13WirKvL Mon May 25
  • @seyitaylor LOVE IT. Mon May 25
  • @packyM Love to see it. Mon May 25
  • In quarantine, sports fandom was temporarily replaced by impassioned commentary on the business of podcasts. Mon May 25
  • @ugmonk I'll buy it for $3,000 for my daughter who idolizes him. Mon May 25
  • @awilkinson @austin_rief I'm not sure that I understand. But to your point, Casper founders hold between $40-60mm i… https://t.co/FpngjCRjpo Mon May 25
  • @awilkinson @austin_rief I think that anyone who criticizes the potential of: a missed upside, a questionable strat… https://t.co/XyFVTRtiSW Mon May 25
  • @awilkinson @austin_rief Joe built a billion dollar property with a mic and Jamie, made $20-40mm per year, partnere… https://t.co/BG3dJP2RyI Mon May 25
  • @austin_rief @awilkinson This conversation is maddening. Mon May 25
  • @benyt You missed out on a wide net of us that don't fit the profile of someone who thrives on Substack. Mon May 25
  • @AdamLehman Then I'm not talking about them. Yes, there are a number of billionaires who don't tweet. Mon May 25
  • @AdamLehman I more than respect your opinion. Mon May 25
  • @araghougassian @JuiceboxCA @allthingsmarco All I'm saying is that it takes skill. Mon May 25
  • @mkobach https://t.co/zMJXeIZ67U Sun May 24
  • @chriscantino 🔥🔥🔥 Sun May 24
  • @Kyle_B_Gibson I don't really stop working, unfortunately. It's just the nature of this business at this stage. Sun May 24
  • You can tell who loves what they do by what they tweet when the "work day" is over. The writer on writing. The pa… https://t.co/4XfQ0C221r Sun May 24
  • @shl Yup Sun May 24
  • @guhlo @CrossFitGames @thedavecastro Nah. Surely the wife has though, I'd ask her but she's in our gym - ironically. Sun May 24
  • @CrossFitGames @thedavecastro Must admit, that's pretty neat. My first tweets were from that place. Sun May 24
  • @yoda I can't stand people of my faith who do this shit. Sun May 24
  • @D_Rob__ 😂😂😂😂😂. Four inch inseams only from here on out. Sun May 24
  • @damian_soong Weed Sun May 24
  • @seyitaylor It's so much better now that it's accurate Sun May 24
  • @APompliano 👊🏽 Sun May 24
  • RT @APompliano: Good, quick read. Plus, @web and team got linked :) https://t.co/5VZhkzTgjM Sun May 24
  • @magdalenakala @fromedome @emily_singer @andjelicaaa @JayCoDon @iamaliceophelia @MikeDSykes @RuncieDan @blakeir… https://t.co/YEvgLTXiNP Sun May 24
  • On why I made https://t.co/6yrwUOkIbn and why the tag line is "Where Commerce Meets." I've worked in media and in… https://t.co/rx6gH7bD84 Sun May 24
  • @jaredgraf @herrmanndigital Thanks guys!! I have so many ideas. Sun May 24
  • If I ever have the fortune to take a month off, I'd write historical fiction. My top four writing my subjects: - v… https://t.co/945V0tyo8Z Sun May 24
  • @kyalbr Yesssss Sun May 24
  • @chriscantino Name names Sun May 24
  • @polina_marinova @tylertringas @david_perell @Alex_Danco @nbashaw @DruRly @mijustin @femstreet @ljin18… https://t.co/xAb8KnctJz Sun May 24
  • @SarahNoeckel @tylertringas @david_perell @Alex_Danco @nbashaw @DruRly @mijustin @femstreet @ljin18… https://t.co/jJ44Xb9WDs Sun May 24
  • @sariazout @gabrielchuan @tylertringas @david_perell @Alex_Danco @nbashaw @DruRly @mijustin @_patriciamou… https://t.co/kbKjCtE82n Sun May 24
  • @tylertringas @david_perell @Alex_Danco @nbashaw @DruRly @mijustin I read @femstreet @ljin18 @polina_marinova… https://t.co/nlC6GutkD8 Sun May 24
  • @imjontolbert My daughter's entire soccer team wears them Sun May 24
  • @DannyLehr That helped a ton Sun May 24
  • @tsondermann @2PMinc Hahahaha oh no Sun May 24
  • Crocs are having a moment. This 20 year old excerpt from Gladwell's Tipping Point describes the "fashioning" of Hu… https://t.co/E22vK11Bae Sun May 24
  • @LeahBartonKim @michaelmiraflor I think that people shouldn't project their own weaknesses or insecurities onto ent… https://t.co/UXtdxi2NBF Sun May 24
  • @singareddynm 😂 Sun May 24
  • @onlydanielsnow @jaybsauceda Anchor stores are, by definition, not in the middle of the mall. Sun May 24
  • @alexrkonrad @LondonBreed These are good thoughts Sun May 24
  • @BillDA @Rackspace 👀 Sun May 24
  • @DerekSine @digitallynativ 👀 Sun May 24
  • @digitallynativ Feasible? Sun May 24
  • @jaybsauceda Well said. Sun May 24
  • There is 8 billion square feet of retail, of which 1.2 billion sq ft is considered "high quality." Macy's, JCPenne… https://t.co/Oui24FEL2l Sun May 24
  • @amlewis4 @hunterwalk @benthompson @stratechery Thank you Sat May 23
  • @amlewis4 @hunterwalk @benthompson @stratechery Haha, no, my illustrator is a legit artist. Sat May 23
  • @hunterwalk @benthompson @stratechery I get it. For what it's worth, I am not sure that it would be profitable for… https://t.co/UaB9fjPAWx Sat May 23
  • @jkwade So good Sat May 23
  • @hunterwalk @benthompson @stratechery Shit, Hunter. You didn't have to do that to that man. Sat May 23
  • @the1diegodiaz @sir_gee_ohhhhh @2PMinc Hey Diego, have you tried this from my bio? https://t.co/bk8q8DrPS6 Obvi… https://t.co/TMFGKitjUB Sat May 23
  • @sir_gee_ohhhhh @the1diegodiaz @2PMinc 🙏🏾 Sat May 23
  • @JuiceboxCA @allthingsmarco This works if you're a celebrity. Otherwise people follow for a reason and audience gro… https://t.co/oTnRydVtih Sat May 23
  • @SparksZilla @2PMinc This made my year. Sat May 23
  • RT @SparksZilla: I just had a dream I was driving through a vacant strip mall telling friends that’s the future of America and they should… Sat May 23
  • @darrenrovell Haha my god, Darren. Sat May 23
  • @darrenrovell Ha! Graduated with his daughter. Cost? Sat May 23
  • @herrmanndigital The economy is back! Sat May 23
  • @GoldsteinMatt_ Again, I'm very clear with my words. $300b of added value for DTC after those retailers are factore… https://t.co/ejrb7DYGR2 Sat May 23
  • @GoldsteinMatt_ Sorry, I don't waste time speculating. My messages are backed by data. Sat May 23
  • @GoldsteinMatt_ Of course. 16% of a $5.6T runrate is a $70 billion drop in monthly retail volume. 30% of a mont… https://t.co/OJ3pbxi3wi Sat May 23
  • @nw3 @profgalloway I really think that I want to be Galloway's forgotten black child. Sat May 23
  • @natemcguire Yup Sat May 23
  • @lujboi Exactly Sat May 23
  • @natemcguire The farmer or the Wall Street guy. Who is right about the farm? Sat May 23
  • This has been the chatter around eCom penetration vs. shrinking denominator. Analyst: eCom at 30% means that the d… https://t.co/pKjPvDguci Sat May 23
  • @M_Gagliano 👊🏽 Sat May 23
  • @mattkaness @LuckyBrand 👊🏽 Sat May 23
  • @uglyhugh New boxes en route tomorrow Sat May 23
  • @_JB73_ 👊🏽 Sat May 23
  • I published "When in home." On FAANG and remote work. I measure the impact on the economy, evolving culture, citie… https://t.co/y9UhDiHGJ2 Sat May 23
  • @marcuswhitney @2PMinc Thank you sir!!! Sat May 23
  • @naval Yes, I call it digital agglomeration. https://t.co/zzRPNJhmg4 Fri May 22
  • @nbashaw 👊🏽 Fri May 22
  • @jayclouse very true Fri May 22
  • @LeftSentThis @deray SHIT. Fri May 22
  • @carolinecaloway lol!!!!!!!! Fri May 22
  • @adrianalfieri @2PMinc I.e. I can’t do that with SS. Fri May 22
  • @adrianalfieri @2PMinc Have you visited https://t.co/6yrwUOkIbn lately? Fri May 22
  • @adrianalfieri @2PMinc No sir Fri May 22
  • @wearehims @alexisohanian Hahahahahahahahaha Fri May 22
  • @DKThomp a line in my essay publishing later today: "The Atlantic's Derek Thompson was right." Fri May 22
  • @kanyewest if you need an eCommerce guy for ‘God’s Country’, just send the DM. I’m ready. Fri May 22
  • @chriscantino Oh snap. Fri May 22
  • @youfoundanisha I actually believe that the key is organic discovery but I am part of a group of newsletter greats that I’d recommend. Fri May 22
  • The greatness of Twitter is that you can read the words of people who are in the work. A few platforms amplify th… https://t.co/AWRKtJgr6G Fri May 22
  • @ComfortablySmug Oh no what black am I? Fri May 22
  • @fromedome 16% of a $5.6T runrate is a $70 billion drop in monthly retail volume. 30% of a monthly "-16% denomina… https://t.co/7SGrTl6LfL Fri May 22
  • @fromedome The common denominator of folks who say this is that they don't have interests in the direct brands who'… https://t.co/tSFdrpCTwe Fri May 22
  • @D_Rob__ That setup isn't though. Fri May 22
  • @lawlballz Ha! #Rare. Fri May 22
  • @VahidRedjal There is a billion reasons why you should. Fri May 22
  • @chriscantino My god pls don't remind me. Fri May 22
  • @alexisohanian @wearehims Hahahaha I'm sorry. Fri May 22
  • @digitallynativ Hey, at least that one went viral. Still not my style at all. Fri May 22
  • @chaseclymer I'm honored. Fri May 22
  • @FitFounder @EdLatimore Doing this. Fri May 22
  • I'll never forgive Dollar Shave Club for their incredible success. They influenced that horrible era of marketing… https://t.co/TYFajn5Bld Fri May 22
  • @markdchou @bijan Ahhhhhh. Fri May 22
  • @ashleymayer I have a person that I actually often work with that subtweets me every week and it's just astonishing… https://t.co/BPBSQ19Z1r Thu May 21
  • @ashleymayer Please mention him or her Thu May 21
  • @kwong47 @bryan_w1 @2PMinc Ha! I try Thu May 21
  • Mall retail is a house of cards built on over-estimated foot traffic, over-leveraged retailers, and over-developed… https://t.co/xdDnH2WxSM Thu May 21
  • @eringriffith Wtf? Thu May 21
  • @NeilRetail @laurenthomas :) Thu May 21
  • @laurenthomas C Thu May 21
  • @laurenthomas T Thu May 21
  • @laurenthomas D Thu May 21
  • @sneddymobbin @moizali @KivaDickinson @iamechevarria It's my aspiration. Thu May 21
  • @domm @fast Nice! Thu May 21
  • @moizali @KivaDickinson @iamechevarria Sheesh. Thu May 21
  • @Matt_NBC4 It's like...no one that has been elected got rides to college for sports. Thu May 21
  • @Matt_NBC4 Hahahahahahahaha finally. Sheesh. Thu May 21
  • @CaptAmericaXfit @kevinslavelle @espn His nether regions would have evaporated. Thu May 21
  • @Matt_NBC4 Bowling. Matt, bro, can our kids play soccer yet or do we need to triple down on the ole 529? Thu May 21
  • RT @Garrett_H: "We’re not living through a temporary present. Rather, it’s a derivative of the future." https://t.co/u1nUBttGi3 Thu May 21
  • @CaptAmericaXfit @kevinslavelle @espn You guys are heathens lol Thu May 21
  • @phil_jacobson 🙏🏽 Thu May 21
  • @phil_jacobson I'm hyperfocused on private. Thu May 21
  • @phil_jacobson Yup! Thu May 21
  • Retail follows residential density (agglomeration). Cities erected office parks and skyscrapers; street level sto… https://t.co/cGzX4YuGFJ Thu May 21
  • @walkerdavide Yup. Thu May 21
  • @KivaDickinson @iamechevarria @moizali Fair point Thu May 21
  • @D_Rob__ @getnickwright 😂😂😂 Thu May 21
  • @henrylmcnamara @jrichlive The one that I was in convos with was big big. But yes, that doesn't surprise me. Thu May 21
  • @humrashid When I come out of the gates, trust that the block will be hot. Thu May 21
  • @carrieghose I am sorry for your loss :( Thu May 21
  • @DigitalSamIAm Means a lot, Sam. 🙏🏽 Thu May 21
  • @jrichlive Of course. This tweet was the byproduct of a conversation with a PE firm looking to deploy $250M+ to acq… https://t.co/zdT9BeUyCP Thu May 21
  • @DanPriceSeattle @deray Nah, this ain't it. Thu May 21
  • On the effects of five decades of over-retail. According to @CommerceGov, retail contributed 29 million jobs to t… https://t.co/KzyvVD1ugA Thu May 21
  • @ebkendo Yep, I left that one out. Thu May 21
  • @iamechevarria @KivaDickinson Well said. cc: @moizali Thu May 21
  • @babakazad Trust me when I say that I feel your pain. Thu May 21
  • @benparr @hankgreen @kvlly @tobi I'm down. Thu May 21
  • @jspujji I mean clearly I believe in FCF. That's my business. Thu May 21
  • @ashleymayer Ashley. Thu May 21
  • @andrw_j Damn kid farm Thu May 21
  • When you’re a parent, nearly every working minute is devoted to making two things possible: — Food every time tha… https://t.co/nGMTzepZt6 Thu May 21
  • @pomajp @Lumi I'm a fan. I always wonder if I will use Lumi when @2PMinc launches its merch op. Thu May 21
  • @mrloo @scotwingo @digitallynativ Hahahahahahah come on Mark. Thu May 21
  • @KivaDickinson I love those Thu May 21
  • @scotwingo @digitallynativ Lolololol Thu May 21
  • @digitallynativ I can't wait. I also can't wait to have my own but you're staying in the drab basement. Thu May 21
  • @mark_rosner @buggeroaf @magdalenakala What?!?!!?? Thu May 21
  • @digitallynativ Cheers from your multi-million dollar home. May I please stay in your guest lodge? Thu May 21
  • @mark_rosner @magdalenakala Mark, you're going after the wrong one homie. Sit this one out. Thu May 21
  • @digitallynativ I can confirm that liquidity is far more valuable than TechCrunch blurbs when buying major purchase… https://t.co/7hJh9tWTIe Thu May 21
  • @mark_rosner The first word in your bio is "investor" so how about you get it how you live. Thu May 21
  • @outseta Wait until you learn about the circumstances surrounding most follow-on fundraises. Thu May 21
  • @digitallynativ Just fyi, I said "over." Not minimizing anyone. Thu May 21
  • @_Timdoyle Congrats killer! Thu May 21
  • @bryce VC's Hemingway. Wed May 20
  • @clayhebert hahaha you know me. Wed May 20
  • We should value exits over cash raised. Wed May 20
  • @ekhornung @michaelbatnick @awealthofcs @2PMinc Thanks gents! Wed May 20
  • @hunterwalk I truly respect how your mind works Wed May 20
  • @hunterwalk I AM SO HONORED TO BE HERE. Wed May 20
  • @andrw_j @2PMinc Hey now, you’d be the first to know. Wed May 20
  • RT @web: A writer will tell you that writing is the best medium. But audio may be the most influential. We’ve entered a new phase: ambien… Wed May 20
  • @mrloo HAHAHA, “Aww shucks, he got me again." Wed May 20
  • The thing about Shopify is that Tobi is so unassuming. He's such a nice guy. But deep down you know that, eventuall… https://t.co/QmcS43wSWH Wed May 20
  • @RobbieCrab Thank you, Robbie! Wed May 20
  • @seyitaylor @DonaldRichard 👀 Wed May 20
  • @mkritzer @pomajp @2PMinc Perhaps! Wed May 20
  • @jrichlive USA Today published it so now it's real. :) Wed May 20
  • @vincenzolandino @RuncieDan Level 10 Genius. Wed May 20
  • @pomajp Andy inspires me Wed May 20
  • @zanders Ha! Appreciate it sir. I keep explaining to folks that eventually, this "DTC stuff" will affect them. You'll be better for it. Wed May 20
  • @DKThomp ill* Wed May 20
  • @DKThomp That gyms are I'll equipped to handle the next months. https://t.co/v41EdcAP1a https://t.co/8xcmP1Y075 Wed May 20
  • @RuncieDan Indeed Wed May 20
  • @DKThomp I tried to tell people. Wed May 20
  • @jaimeschmidt @chriscantino @TaylorHoliday @allthingsmarco @soundslikecanoe @SchmidtsNatural Jaime, I love when you… https://t.co/pBIDwBBgSl Wed May 20
  • Read this and you'll understand things that many won't realize until it is right in front of them. The eCommerce… https://t.co/Nyj9PZsbDA Wed May 20
  • @evomoore @irrvrntVC @goop @MeatEaterTV @glossier @Food52 I mean I've done it a few times and HBS waitlisted me thi… https://t.co/1ClsQUlYUX Wed May 20
  • @pomajp @2PMinc Thanks my man. Wed May 20
  • @philwinkle 👊🏽 Wed May 20
  • @TaylorHoliday @allthingsmarco @soundslikecanoe It's a great discussion. I used to deal a lot with international sh… https://t.co/lMsT1YbJHG Wed May 20
  • @markdchou @HODINKEE Indeed Wed May 20
  • @audreygelman @mPinoe @the_wing 🔥🔥🔥 Tue May 19
  • @WebBarr Yep. They are worth millions. Tue May 19
  • You have a sizable, loyal audience. Let's get ahead of Facebook and Google and build a direct commerce strategy. We… https://t.co/UmoRnhOTYO Tue May 19
  • @chriscantino What?!??? How could they justify that? Tue May 19

Note: Twitter limits the number of tweets returned to 3,200.